Welcome to our step-by-step video guide on how to navigate through the workspace library in D&B Finance Analytics Advantage. This demonstration includes the following steps:
Portfolio: View and manage the companies in the portfolio;
Folders: Segment companies in the portfolio by creating folders;
Alert profiles: Monitor changes in a company by linking an alert profile to the entire portfolio or a specific folder;
D&B Live reports: Access current data from requested company reports;
Snapshots: View saved snapshots of reports;
Accounts: View the companies from the portfolio to which internal account data has been added;
Filters: Refine your dataset by filtering by different criteria, such as country and folder;
Export: Export all or specific data from companies in your portfolio;
All companies: Get an overview of all companies in the portfolio for which no report has been requested;
US Public Documents: Search for relevant public documents (US companies only);
Investigations: View ongoing and completed investigations;
History: View a comprehensive list of all companies consulted in D&B Finance Analytics.
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Ready for the next step? Continue your journey in D&B Finance Analytics Advantage and watch the follow-up demonstration video on how to create and manage an alert profile.